Allred Capital Management, LLC

Allred Capital Management, LLC (CRD# 297533) is a financial advisory firm headquartered in Dallas, TX. They manage $406,059,000 in 303 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
8333 Douglas Avenue, Suite 525, Dallas, TX 75225
http://www.allredcapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $1,340,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, IL, LA, ME, MS, NC, NY, TN, TX, VA

Financial Advisors at Allred Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Allred, financial advisor Dallas TX
Jonathan L. Allred
CRD#: 4693933
8333 Douglas Avenue, Suite 525, Dallas, TX 75225

Jonathan Allred (CRD# 4693933) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 15 years of experience in the finance industry.

2
Stanley Allred, financial advisor Dallas TX
Stanley E. Allred
CRD#: 721257
8333 Douglas Avenue, Suite 525, Dallas, TX 75225

Stanley Allred (CRD# 721257) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 43 years of experience in the finance industry.

3
James Harris, financial advisor Dallas TX
James A. Harris
CRD#: 4216083
8333 Douglas Avenue, Suite 525, Dallas, TX 75225

James Harris (CRD# 4216083) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

4
Jeanie Harris, financial advisor Dallas TX
Jeanie J. Harris
CRD#: 7842754
8333 Douglas Avenue, Suite 525, Dallas, TX 75225

Jeanie Harris (CRD# 7842754) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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